Trek Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $812K | Sell |
2,602
-42
| -2% | -$13.1K | 0.05% | 223 |
|
|
2025
Q1 | $1.38M | Buy |
2,644
+1,825
| +223% | +$956K | 0.1% | 157 |
|
|
2024
Q4 | $414K | Sell |
819
-71
| -8% | -$35.9K | 0.03% | 271 |
|
|
2024
Q3 | $520K | Sell |
890
-346
| -28% | -$202K | 0.04% | 235 |
|
|
2024
Q2 | $629K | Sell |
1,236
-267
| -18% | -$136K | 0.05% | 209 |
|
|
2024
Q1 | $744K | Buy |
1,503
+650
| +76% | +$322K | 0.06% | 189 |
|
|
2023
Q4 | $449K | Buy |
853
+7
| +0.8% | +$3.69K | 0.04% | 199 |
|
|
2023
Q3 | $427K | Sell |
846
-74
| -8% | -$37.3K | 0.04% | 193 |
|
|
2023
Q2 | $442K | Sell |
920
-53
| -5% | -$25.5K | 0.04% | 180 |
|
|
2023
Q1 | $460K | Buy |
973
+422
| +77% | +$199K | 0.04% | 171 |
|
|
2022
Q4 | $292K | Sell |
551
-108
| -16% | -$57.3K | 0.03% | 191 |
|
|
2022
Q3 | $333K | Sell |
659
-86
| -12% | -$43.5K | 0.04% | 158 |
|
|
2022
Q2 | $383K | Sell |
745
-205
| -22% | -$105K | 0.04% | 153 |
|
|
2022
Q1 | $485K | Sell |
950
-194
| -17% | -$99K | 0.04% | 144 |
|
|
2021
Q4 | $575K | Buy |
1,144
+100
| +10% | +$50.3K | 0.05% | 111 |
|
|
2021
Q3 | $408K | Sell |
1,044
-155
| -13% | -$60.6K | 0.04% | 124 |
|
|
2021
Q2 | $480K | Buy |
1,199
+337
| +39% | +$135K | 0.05% | 114 |
|
|
2021
Q1 | $321K | Sell |
862
-1,032
| -54% | -$384K | 0.04% | 143 |
|
|
2020
Q4 | $664K | Sell |
1,894
-595
| -24% | -$209K | 0.09% | 81 |
|
|
2020
Q3 | $776K | Buy |
2,489
+543
| +28% | +$169K | 0.12% | 64 |
|
|
2020
Q2 | $574K | Buy |
+1,946
| New | +$574K | 0.09% | 72 |
|